Head of Marketing @caisgroup. Formerly @cioninvestments, @cionadvisorio, @BlackRock. @CUSEMLAX alum. I tweet about marketing among other things.
New York City
Joined July 2010
- Tweets9.6K
- Following1.5K
- Followers1.6K
- Likes4.5K
Behind the Scenes.
#4 Syracuse vs. #6 Denver
Sunday | Noon | ESPNU
🎟️ towsontigers.com/tickets
#HHH x #LikeNoOther
Live events continuing to prove incredibly valuable and high impact. More coming from the @CAISgroup team.
How is the alternative investment space evolving? Joe Guidish, a Portfolio Manager at Merit Financial Advisors, shares his view on how CAIS is helping advisors access their alternative investment allocation.
View the full 2024 events schedule: caismarketing.com/3IEsvPs
Next stop: Boston.
Join the waitlist: caisgroup.com/events/cais-li…
Ben Webb, Director of Manager Selection and Implementation at Balentine, walks through his process of allocating to alternative investments and shares how CAIS technology is helping his team focus on the important things.
2024 events schedule: caismarketing.com/3IEsvPs
Come join the @CAISgroup marketing team. We're looking for a Content Writer/Marketer to work alongside our head of content and the rest of the team.
If you or someone you know may be interested, feel free to send a message.
caisgroup.com/our-company/ca…
We continue to be hyper-focused on providing best-in-class tech that enable a seamless alts experience for advisors.
Our new @CAISgroup + @orionwealthtech collaboration underscores the mission.
The build continues: businesswire.com/news/home/2…
As we continue to evolve our technology at @CAISgroup, excited to launch CAIS Release Notes - a new, regular series dedicated to the latest from the world of CAIS platform enhancements.
In this first edition, we highlight:
- New Platform Homepage
- Global Navigation
- Enhanced Product Pages
- Orders Pipeline Updates
- New Integrations
caisgroup.com/articles/relea…
Love to see it.
CAIS has been selected by BuiltIn as one of the Top 100 Best Midsize Companies to Work in the US and Top 100 Best Places to Work in all three US cities where we have offices — New York, Los Angeles, and Austin.
See the full list here: caismarketing.com/41R8Kgl
#2024BuiltInBest
What's happening in the world of alternatives in wealth management? And how are advisors thinking about alts in their practice?
This week, we released our second annual survey report, in partnership with Mercer, which dives into some of the biggest questions being asked in the space.
Full report: info.caisgroup.com/state-of-…
Big day for the @CAISgroup team.
caisgroup.com/our-company/pr…
1,000 strong in the room for our second annual @CAISgroup Alternative Investment Summit.
What a few days it’s been in LA.
🏎️🏎️🏎️
Most day-to-day business problems can be fixed through a 15-30 min conversation / working session.
Email and slack are momentum killers when it comes to problem solving.
Just an incredible story line that continues to deliver. Every marketer / business owner would benefit from following, to some degree, everything the guy does.
Wow: The Colorado vs Colorado State game was the most streamed college football game OF ALL TIME, according to @espn
The game registered 9.3 million viewers and was the 5th most watched college football game on record. It had a peak viewership of 11.1 million.
The Deion Sanders effect.
NYC by far the most packed I’ve seen it in 3+ years. You forget what kind of energy it can bring when it’s running at full steam.
Bullish.
🏎️🏎️🏎️
Congratulations @CAISgroup, winner of the TECHNOLOGY PROVIDERS: Alternative Investment Platforms category of the 2023 Wealth Management Industry Awards #Wealthies
